Mr. Mosier’s practice includes merger and acquisition transactions and general business and tax matters. His practice also includes life and death planning for retirement benefits, distributions and beneficiary designations. Mr. Mosier also designs and drafts employee pension and welfare benefit plans and represents plan trustees and administrators. He is the firm’s liaison to Lawyers Associated Worldwide (LAW), a global association of nearly 100 independent law firms located in more than 50 countries around the world.
Recent Accomplishments
- Successfully worked with client to establish a captive insurer
- Developed Investment Policy Statements for commercial trustee and various plan sponsors to assure Trustee and Advisory Committee compliance with fiduciary duties
- Drafted EGTRRA Defined Benefit Restatement for various clients, including cash balance pension plans
- Represented the Seller of an insurance agency and brokerage and negotiated the employment of Seller with the Buyer post closing
- Represented a publicly traded financial institution in multiple business acquisitions at various ranges of purchase price from $2,000,000 to $25,000,000
Speaking Engagements & Publications
- 2019 Dollar Limitations on Benefits and Contributions
- Pennsylvania Breach of Personal Information Notification Obligations
- The Affordable Care Act: The Gift that Keeps on Giving
- Firm's Annual Professional Advisor Symposium, October 2014-2016; 2018
- Northwest's Employee Benefits Management Lunch & Learn, Erie and Cranberry Township, September 2016
- Healthcare Ventures Alliance Long-Term Care Seminar, May 2014: Affordable Care Act Refresher and Update
- Cadillac Tax: Why You Should Prepare for 2018
- ACA: Post King v. Burwell Landscape
- SCOTUS Opinion on King v. Burwell
- FAQ’s On Reporting Employer-Provided Health Insurance Offer and Coverage
- SBA Proposes Amendments to Sole Source Authority for Women-Owned Small Businesses
- After Tax Season: What To Do If You Receive a Letter from the IRS
- Reporting Employer-Provided Health Insurance Offer and Coverage
- Pending Supreme Court Ruling on Tax Credits
- Employer Payment Plans: IRS Caution Regarding ACA Penalties
- IRS Guidance Regarding Employee Benefit Plans and Same-Sex Marriage
- Affordable Care Act Final Regulations Part IV: Non-Calendar Year Plans
- Affordable Care Act Final Regulations Part III: Monthly Measurement of Full-Time Employees
- Affordable Care Act Final Regulations: Part II: 2015 Transitional Relief for Applicable Large Employers
- Affordable Care Act Final Regulations: Part I Overview
- The Importance and Availability of Networking and Mentoring
- Crowdfunding, Tax Credits & Filmmaking in the Big E
- Same-Sex Marriage Implications for Employee Benefit Plans
- The Affordable Care Act and Self-Insurance for Small Employers
- Tax Free Distributions From IRA's for Charitable Purposes - 2012 and 2013
- National Women’s Business Council 2012 Annual Report Recommendations
- The Presidential Election and the Future of Health Care: Where Do We Go From Here?
- Retirement Plan Service Provider Fee Disclosures: Employer Responsibilities
- The U.S. Supreme Court’s Health Care Reform Ruling: Impact on Employer Plans
- To Be or Not To Be Sustainable?
- Attorney Collaboration and Why It Matters To You the Client
- New Year – New Disclosure Requirements in 2012: Part I Qualified Plan Disclosures to Participants; Part II Service Provider Disclosures to Plan Fiduciaries
- Marcellus and Retirement Planning Opportunities
- The BRICs and Your Business
- Lawyers Associated Worldwide: Lessons from Our Friends in Greece
- Health Care & Tax Reform Potpourri
- Erie Angel Network is Open for Business
- Lawyers Associated Worldwide: Opportunities and Istanbul
- Energy Opportunities in North and South America
- Leverage 401(k) Plan with Cross-Testing to Maximize Key Employee Benefits
- Cash Balance Retirement Plans: An Introduction
- Stimulus Opportunities
- Beneficiary Designations: Keep Them Current
- Pension Protection Act of 2006
- Doing Business in China: Opportunity or Misadventure?
- Roth 401(k) Accounts as an Estate Planning Tool
- Planning for Assets Out of State and Out of the Country
- Allocating Certain Plan Expenses to Individual Participants’ Accounts in Profit Sharing 401(k) and other Defined Contribution Plans
- Credit for Small Employer Pension Plan Startup Costs
Community & Professional Service
- Presque Isle Rotary Club, Board of Directors
- Northwest Pennsylvania Trail Association, Member and Solicitor
Firm Involvement
- Shareholder